# Wealthtarget Investment Advisors, LLC

> Wealthtarget Investment Advisors, LLC is a state-registered investment advisory firm in Bakersfield, CA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 124036
- Filed as: WEALTHTARGET INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bakersfield, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124036
- AdvisorCensus page: https://advisorcensus.com/firm/wealthtarget-investment-advisors-llc-bakersfield-ca-124036

## Quick answers

**How is Wealthtarget Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthtarget Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealthtarget Investment Advisors, LLC located?**
Wealthtarget Investment Advisors, LLC's principal office is in Bakersfield, CA, according to its Form ADV.

**Is Wealthtarget Investment Advisors, LLC registered with the SEC or a state?**
Wealthtarget Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 124036.

**How much does Wealthtarget Investment Advisors, LLC manage?**
Wealthtarget Investment Advisors, LLC reports $75,339,068 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (59% discretionary).

**What types of clients does Wealthtarget Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (24); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Does Wealthtarget Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124036

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $75,339,068
- Discretionary: $44,570,311
- Non-discretionary: $30,768,757

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $16,035,794 |
| High net worth individuals | 24 | $22,460,251 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $36,811,047 |
| Corporations or other businesses not listed above | 1 | $31,976 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wealthtarget.com](https://wealthtarget.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthtarget Investment Advisors, LLC (CRD 124036): Form ADV filing data as of October 2026.